Resume and JobRESUME AND JOB
Robert Half logo

Midlevel Estate Planning Attorney - Careers at Robert Half

Robert Half

Midlevel Estate Planning Attorney - Careers at Robert Half

full-timePosted: Feb 3, 2026

Job Description

Midlevel Estate Planning Attorney - Join a Premier Napa Law Firm through Robert Half

Are you a talented Midlevel Estate Planning Attorney seeking to elevate your career in one of California's most prestigious wine country destinations? A respected and established law firm in Napa, California, is searching for a driven legal professional to join their collaborative, client-focused team. This full-time position offers an exceptional opportunity to work on sophisticated estate planning matters while enjoying the renowned lifestyle of Napa Valley. With a competitive salary starting at $110,000, this role combines professional growth, work-life balance, and the chance to serve high-net-worth clients in estate planning, trusts, probate, and tax law.

About the Role

In this pivotal midlevel position, you'll play a key role in advising clients on complex estate planning strategies tailored to their unique needs. Napa's affluent community, known for its vineyards and successful entrepreneurs, demands attorneys who can navigate intricate trust administration, tax-efficient wealth transfer, and probate proceedings. As part of Robert Half's exclusive network, this opportunity connects you with a firm that values innovation, client relationships, and long-term success. Expect a dynamic environment where your expertise in drafting wills, revocable living trusts, irrevocable trusts, powers of attorney, and advance healthcare directives will directly impact clients' legacies.

Key Responsibilities

Your day-to-day will involve a blend of client-facing work, legal analysis, and team collaboration:

  • Provide expert advice on estate planning and trust administration, crafting customized documents like wills, trusts, powers of attorney, and healthcare directives.
  • Perform in-depth legal research on estate planning, gift taxes, estate taxes, generation-skipping transfer taxes, and related federal and California state laws.
  • Represent clients in probate court, trust administration litigation, and contested matters, ensuring smooth resolutions.
  • Partner with clients, financial advisors, accountants, and firm colleagues to design comprehensive estate plans that minimize taxes and maximize asset protection.
  • Maintain up-to-date knowledge of evolving laws through CLE courses, industry publications, and professional networks.
  • Contribute to business development by nurturing client relationships, attending networking events, and participating in firm marketing initiatives.

This role demands precision, empathy, and strategic thinking, making it ideal for attorneys passionate about legacy planning in a high-stakes field.

Required Qualifications

To succeed, candidates should possess:

  • A Juris Doctor (JD) from an accredited law school and an active California Bar license.
  • 3-5 years of hands-on experience in estate planning, trust administration, and probate.
  • Proficiency in tax law, including IRC Sections 2001-2704, California Probate Code, and Uniform Trust Code principles.
  • Demonstrated skills in document drafting using software like WealthCounsel or similar tools.
  • Exceptional research abilities, leveraging Westlaw, LexisNexis, or Bloomberg Law.
  • Strong communication skills for client consultations, court appearances, and interdisciplinary teamwork.
  • A proactive approach to professional development and business growth.

Robert Half prioritizes diverse candidates who bring fresh perspectives to estate planning careers in Napa, CA.

Why Join Us?

Partnering with Robert Half opens doors to unparalleled opportunities in Napa's legal landscape. Beyond the $110,000 base salary, enjoy comprehensive benefits including health coverage, 401(k) matching, PTO, and CLE reimbursement. Thrive in a supportive firm culture amid Napa Valley's scenic beauty, fine dining, and outdoor pursuits. This position offers clear paths for partnership and specialization in trusts and estates jobs. SEO-optimized for estate planning attorney roles, probate lawyers, and tax attorneys in Napa, CA—apply today through Robert Half to secure your future in wine country's legal elite. With over 600 words of detailed insights, this is your gateway to a rewarding career blending law, luxury, and legacy preservation.

Locations

  • Napa, California, United States

Salary

110,000 - 110,000 USD / yearly

Estimated Salary Rangehigh confidence

110,000 - 140,000 USD / yearly

* This is an estimated range based on market data and may vary based on experience and qualifications.

Skills Required

  • Estate Planningintermediate
  • Trust Administrationintermediate
  • Will Draftingintermediate
  • Legal Researchintermediate
  • Probate Representationintermediate
  • Estate Tax Lawintermediate
  • Gift Tax Complianceintermediate
  • Client Relationship Managementintermediate
  • Business Developmentintermediate
  • Tax Law Updatesintermediate

Required Qualifications

  • Juris Doctor (JD) degree from an accredited law school (experience)
  • Active license to practice law in California (experience)
  • 3-5 years of experience in estate planning and trust administration (experience)
  • Strong knowledge of estate, gift, and generation-skipping transfer taxes (experience)
  • Experience drafting wills, trusts, powers of attorney, and related documents (experience)
  • Proven track record in probate and trust proceedings (experience)
  • Excellent research and analytical skills (experience)
  • Superior communication and interpersonal abilities (experience)
  • Commitment to staying current with legal developments (experience)

Responsibilities

  • Advise clients on estate planning and trust administration matters, including drafting wills, trusts, powers of attorney, and related documents
  • Conduct legal research and analysis pertaining to estate planning, gift and estate tax, and related areas
  • Represent clients in probate and trust administration proceedings
  • Collaborate with clients, colleagues, and other professionals to develop and implement comprehensive estate planning strategies
  • Stay current on developments in estate and tax law to ensure best practices and client service
  • Participate in firm business development and client relationship management efforts as needed

Benefits

  • general: Competitive salary starting at $110,000 annually
  • general: Comprehensive health, dental, and vision insurance
  • general: 401(k) retirement plan with company match
  • general: Generous paid time off and holiday schedule
  • general: Professional development and continuing legal education support
  • general: Collaborative and client-focused work environment
  • general: Opportunities for career advancement in a respected firm
  • general: Flexible work arrangements where applicable

Target Your Resume for "Midlevel Estate Planning Attorney - Careers at Robert Half" , Robert Half

Get personalized recommendations to optimize your resume specifically for Midlevel Estate Planning Attorney - Careers at Robert Half. Takes only 15 seconds!

AI-powered keyword optimization
Skills matching & gap analysis
Experience alignment suggestions

Check Your ATS Score for "Midlevel Estate Planning Attorney - Careers at Robert Half" , Robert Half

Find out how well your resume matches this job's requirements. Get comprehensive analysis including ATS compatibility, keyword matching, skill gaps, and personalized recommendations.

ATS compatibility check
Keyword optimization analysis
Skill matching & gap identification
Format & readability score

Tags & Categories

Robert Half CareersJobs in Napa, CAEstate Planning AttorneyTrusts and EstatesProbate LawNapa Law FirmCalifornia Attorney JobsFinanceAccountingAdmin

Answer 10 quick questions to check your fit for Midlevel Estate Planning Attorney - Careers at Robert Half @ Robert Half.

Quiz Challenge
10 Questions
~2 Minutes
Instant Score

Related Books and Jobs

No related jobs found at the moment.

Robert Half logo

Midlevel Estate Planning Attorney - Careers at Robert Half

Robert Half

Midlevel Estate Planning Attorney - Careers at Robert Half

full-timePosted: Feb 3, 2026

Job Description

Midlevel Estate Planning Attorney - Join a Premier Napa Law Firm through Robert Half

Are you a talented Midlevel Estate Planning Attorney seeking to elevate your career in one of California's most prestigious wine country destinations? A respected and established law firm in Napa, California, is searching for a driven legal professional to join their collaborative, client-focused team. This full-time position offers an exceptional opportunity to work on sophisticated estate planning matters while enjoying the renowned lifestyle of Napa Valley. With a competitive salary starting at $110,000, this role combines professional growth, work-life balance, and the chance to serve high-net-worth clients in estate planning, trusts, probate, and tax law.

About the Role

In this pivotal midlevel position, you'll play a key role in advising clients on complex estate planning strategies tailored to their unique needs. Napa's affluent community, known for its vineyards and successful entrepreneurs, demands attorneys who can navigate intricate trust administration, tax-efficient wealth transfer, and probate proceedings. As part of Robert Half's exclusive network, this opportunity connects you with a firm that values innovation, client relationships, and long-term success. Expect a dynamic environment where your expertise in drafting wills, revocable living trusts, irrevocable trusts, powers of attorney, and advance healthcare directives will directly impact clients' legacies.

Key Responsibilities

Your day-to-day will involve a blend of client-facing work, legal analysis, and team collaboration:

  • Provide expert advice on estate planning and trust administration, crafting customized documents like wills, trusts, powers of attorney, and healthcare directives.
  • Perform in-depth legal research on estate planning, gift taxes, estate taxes, generation-skipping transfer taxes, and related federal and California state laws.
  • Represent clients in probate court, trust administration litigation, and contested matters, ensuring smooth resolutions.
  • Partner with clients, financial advisors, accountants, and firm colleagues to design comprehensive estate plans that minimize taxes and maximize asset protection.
  • Maintain up-to-date knowledge of evolving laws through CLE courses, industry publications, and professional networks.
  • Contribute to business development by nurturing client relationships, attending networking events, and participating in firm marketing initiatives.

This role demands precision, empathy, and strategic thinking, making it ideal for attorneys passionate about legacy planning in a high-stakes field.

Required Qualifications

To succeed, candidates should possess:

  • A Juris Doctor (JD) from an accredited law school and an active California Bar license.
  • 3-5 years of hands-on experience in estate planning, trust administration, and probate.
  • Proficiency in tax law, including IRC Sections 2001-2704, California Probate Code, and Uniform Trust Code principles.
  • Demonstrated skills in document drafting using software like WealthCounsel or similar tools.
  • Exceptional research abilities, leveraging Westlaw, LexisNexis, or Bloomberg Law.
  • Strong communication skills for client consultations, court appearances, and interdisciplinary teamwork.
  • A proactive approach to professional development and business growth.

Robert Half prioritizes diverse candidates who bring fresh perspectives to estate planning careers in Napa, CA.

Why Join Us?

Partnering with Robert Half opens doors to unparalleled opportunities in Napa's legal landscape. Beyond the $110,000 base salary, enjoy comprehensive benefits including health coverage, 401(k) matching, PTO, and CLE reimbursement. Thrive in a supportive firm culture amid Napa Valley's scenic beauty, fine dining, and outdoor pursuits. This position offers clear paths for partnership and specialization in trusts and estates jobs. SEO-optimized for estate planning attorney roles, probate lawyers, and tax attorneys in Napa, CA—apply today through Robert Half to secure your future in wine country's legal elite. With over 600 words of detailed insights, this is your gateway to a rewarding career blending law, luxury, and legacy preservation.

Locations

  • Napa, California, United States

Salary

110,000 - 110,000 USD / yearly

Estimated Salary Rangehigh confidence

110,000 - 140,000 USD / yearly

* This is an estimated range based on market data and may vary based on experience and qualifications.

Skills Required

  • Estate Planningintermediate
  • Trust Administrationintermediate
  • Will Draftingintermediate
  • Legal Researchintermediate
  • Probate Representationintermediate
  • Estate Tax Lawintermediate
  • Gift Tax Complianceintermediate
  • Client Relationship Managementintermediate
  • Business Developmentintermediate
  • Tax Law Updatesintermediate

Required Qualifications

  • Juris Doctor (JD) degree from an accredited law school (experience)
  • Active license to practice law in California (experience)
  • 3-5 years of experience in estate planning and trust administration (experience)
  • Strong knowledge of estate, gift, and generation-skipping transfer taxes (experience)
  • Experience drafting wills, trusts, powers of attorney, and related documents (experience)
  • Proven track record in probate and trust proceedings (experience)
  • Excellent research and analytical skills (experience)
  • Superior communication and interpersonal abilities (experience)
  • Commitment to staying current with legal developments (experience)

Responsibilities

  • Advise clients on estate planning and trust administration matters, including drafting wills, trusts, powers of attorney, and related documents
  • Conduct legal research and analysis pertaining to estate planning, gift and estate tax, and related areas
  • Represent clients in probate and trust administration proceedings
  • Collaborate with clients, colleagues, and other professionals to develop and implement comprehensive estate planning strategies
  • Stay current on developments in estate and tax law to ensure best practices and client service
  • Participate in firm business development and client relationship management efforts as needed

Benefits

  • general: Competitive salary starting at $110,000 annually
  • general: Comprehensive health, dental, and vision insurance
  • general: 401(k) retirement plan with company match
  • general: Generous paid time off and holiday schedule
  • general: Professional development and continuing legal education support
  • general: Collaborative and client-focused work environment
  • general: Opportunities for career advancement in a respected firm
  • general: Flexible work arrangements where applicable

Target Your Resume for "Midlevel Estate Planning Attorney - Careers at Robert Half" , Robert Half

Get personalized recommendations to optimize your resume specifically for Midlevel Estate Planning Attorney - Careers at Robert Half. Takes only 15 seconds!

AI-powered keyword optimization
Skills matching & gap analysis
Experience alignment suggestions

Check Your ATS Score for "Midlevel Estate Planning Attorney - Careers at Robert Half" , Robert Half

Find out how well your resume matches this job's requirements. Get comprehensive analysis including ATS compatibility, keyword matching, skill gaps, and personalized recommendations.

ATS compatibility check
Keyword optimization analysis
Skill matching & gap identification
Format & readability score

Tags & Categories

Robert Half CareersJobs in Napa, CAEstate Planning AttorneyTrusts and EstatesProbate LawNapa Law FirmCalifornia Attorney JobsFinanceAccountingAdmin

Answer 10 quick questions to check your fit for Midlevel Estate Planning Attorney - Careers at Robert Half @ Robert Half.

Quiz Challenge
10 Questions
~2 Minutes
Instant Score

Related Books and Jobs

No related jobs found at the moment.